Send opt-in agreement to deal contacts and notify team
Send opt-in agreement to deal contacts and notify team
Your deal webhooks arrive without signed opt-in agreements, stalling billing and onboarding and leaving contact validation incomplete. Teams get signatures so onboarding can start same day.
Overview
Incoming deals without signed opt-ins stall billing and delay onboarding, creating manual work and missed windows. This flow automatically generates and sends the opt-in agreement and surfaces deal metadata to your team, so signatures arrive and onboarding can begin same day.